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| Zullo Investment Group Inc
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|---|---|
| CRD # | 311698 |
| SEC # | 801-120008 |
| CIK # | 0001909760 |
| AUM | 423.0 M (2026-02-23) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 570-543-5255 |
| Address | 132 Adams Avenue Scranton, PA 18503 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 40.5 | ||
| Nvidia Corp | 21.8 | ||
| Microsoft Corp | 13.2 | ||
| Amazon Com Inc | 8.7 | ||
| Facebook Inc | 7.4 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Alphabet Inc | 5.2 | ||
| Tesla Motors Inc | 3.8 | ||
| Alphabet Inc | 3.6 | ||
| Wal Mart Stores Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 102.9 |
| (b) Individuals (high net worth individuals) | 110 | 320.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,374 | 423.0 |
| By Discretionary | ||
| Discretionary | 1,374 | 423.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,374 | 423.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 423.0 | |
| Total | 1,374 | 423.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909760] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Investment Planning Advisors
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Primetrust Advisors LLC
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